Koesten Hirschmann & Crabtree’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Koesten Hirschmann & Crabtree’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.97M	Sell	57,885 -15,914	-22%	-$563K	0.82%	14
2026 Q2	$2.72M	Buy	73,799 +15,350	+26%	+$528K	1.13%	13
2026 Q1	$1.81M	Hold	58,449	–	–	0.88%	14
2025 Q4	$1.76M	Hold	58,449	–	–	0.86%	14
2025 Q3	$1.73M	Hold	58,449	–	–	0.83%	13
2025 Q2	$1.64M	Hold	58,449	–	–	0.85%	13
2025 Q1	$1.53M	Hold	58,449	–	–	0.88%	13
2024 Q4	$1.62M	Hold	58,449	–	–	0.93%	13
2024 Q3	$1.62M	Sell	58,449 -495	-0.8%	-$13.2K	0.94%	13
2024 Q2	$1.6M	Hold	58,944	–	–	1.03%	13
2024 Q1	$1.6M	Hold	58,944	–	–	1.03%	13
2023 Q4	$1.48M	Hold	58,944	–	–	1.03%	13
2023 Q3	$1.33M	Hold	58,944	–	–	1.04%	13
2023 Q2	$1.4M	Sell	58,944 -651	-1%	-$14.7K	1.06%	13
2023 Q1	$1.35M	Hold	59,595	–	–	1.04%	13
2022 Q4	$1.3M	Buy	+59,595	New	+$1.31M	1.07%	13

Other funds holding SCHM

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.17B AUM 13.41% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Koesten Hirschmann & Crabtree's SCHM Position: Q3 2026 in Review

Koesten Hirschmann & Crabtree reduced its Schwab US Mid-Cap ETF (SCHM) stake by 22% in Q3 2026, selling an estimated $563K and leaving 57,885 shares worth $1.97M. The position accounts for 0.82% of the portfolio, ranked #14.

Koesten Hirschmann & Crabtree first reported a position in SCHM in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.72M in Q2 2026. 961 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

Koesten Hirschmann & Crabtree held 57,885 shares of Schwab US Mid-Cap ETF worth $1.97M as of Q3 2026.
Koesten Hirschmann & Crabtree sold 15,914 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $563K.
Schwab US Mid-Cap ETF made up 0.82% of Koesten Hirschmann & Crabtree's portfolio in Q3 2026, its #14 holding.
Koesten Hirschmann & Crabtree first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and has held it in 16 quarters since.
Koesten Hirschmann & Crabtree's Schwab US Mid-Cap ETF position peaked at $2.72M in Q2 2026.
961 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q3 2026, filed 13 Oct 2026.